We Family Offices

Overview

We Family Offices is an SEC registered investment adviser based in Coral Gables, FL, registered since 2001. It reports $17.8B in assets under management across 112 accounts, with 65 employees. It has 27 investment adviser representatives.

Reported AUM

$17.8B

Accounts

112

Average account

$159M

Employees

65

Advisory reps

27

Registered since

2001

Jurisdictions

3

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• High Net Worth Individuals

Fee structure

Fixed Fees, Percentage of Assets and Performance-Based Fees

Executive officers 3 of 4

• Maria Elena Lagomasino Chief Executive Officer, Manager CRD 4596698
• Edward D McCutcheon Chief Compliance Officer CRD 6178148
• Myron Michael Zeuner Manager CRD 4534178

1 more executive officer, with direct contact details

Advisory reps 3 of 27

• Daniela Maria Asturias-Reguera Investment Adviser Rep CRD 6844722
• Nicolas Bascunan Investment Adviser Rep CRD 5977588
• Carl Henry Carlson Investment Adviser Rep CRD 7134945

24 more advisory reps, with emails, phones and branch locations

Location

Headquarters

2811 Ponce de Leon Blvd Ste 840
Coral Gables, FL 33134

County

Miami-Dade

Metro area

Miami-Fort Lauderdale-Pompano Beach, FL

Region

South

Registrations

• SEC registered
• Registered in 3 jurisdictions
• Website: wefamilyoffices.com

Every state, with registration dates

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